Knowledge catalogue
this makes sense all else held equal, concentrated fund = less risky bets we've found that 36 companies is the max number of companies we can fit into a fund while claiming that a single company at 1B
Britain didn't industrialize first by forcing its companies to use more expensive coal. Why would we force American companies to use more expensive intelligence? AI is rapidly becoming a foundational
Taxes screw over both the companies and the states they’re in. Taxes didn’t build those big companies. They show up after the success. They sure as hell didn’t create Silicon Valley. The sky-high taxe
Run an entire company with agents 🔥 It's always awesome to see companies continuing to innovate on AI-native UI/UX, particularly around multi-agent coordination, to solve deeply complex tasks beyond w
Pretty much every media and production company goes through the same two phases of AI adoption. After almost a decade of watching companies think through their AI strategy, it’s kind of interesting to
I absolutely agree that there really is this 10x opportunity for companies to be 40 trillion in market cap and beyond—perhaps Nvidia, Google, and beyond. Really fascinating to consider what that could
There will absolutely be questions and discussions of model welfare within companies ie new company policies for how to treat (or not treat) AI and models. Anthropic’s terms of use change was just an
LLM companies are likely to be like airline companies: small margins, intense competition, high expenses. @GaryMarcus Airlines taught us something important: unlimited demand does not guarantee attrac
We have been named one of the 40 Most Innovative AI-Native Prosumer Companies by @notablecap. The Prosumer AI 40 recognizes companies building the tools that blur the line between professional and con
Clem Delangue argues that AI companies should not be referred to as 'labs,' characterizing such terminology as pretentious and inaccurate since these organizations operate as commercial enterprises ra
Tesla has developed accessibility features for visually impaired drivers, while Neuralink, another Musk-owned company, is researching neural implant technology aimed at restoring vision to blind indiv
We have a choice in front of us. In my latest op-ed for Transformer, I invite employees of frontier AI companies to ask themselves if their work is truly leading us toward a safer future. Reflecting o
Assorted things I've been mulling over regarding agents in the economy: • Companies are in some sense the original superintelligence. It's often the case that they can use their amortized cognitive su
We are going to see a lot of vertically focused AI native companies accelerate. Routers, open-source models and specialized post-training enabled by companies like @FireworksAI_HQ have all made dramat
There will be more and more pressure and more money and lobbying behind open soon. It is not a 'two big companies have all the power in AI' situation like some imagine. The financial incentives are sh
“An AI future where only a few US companies, subject to the whims of the US government, have frontier AI runs a high risk of dystopian outcomes.” An AI future where only a few US companies, subject to
UBS says 60% of companies now watching AI budgets are moving to cheaper models and open-source Chinese models The pressure is coming from extreme bills, including users spending up to $35K/month, team
“I dislike the passive vibe from OpenAI and the other companies that the breakneck pace of progress is simply happening to them, rather than an active choice they are deliberately making.” Good essay.
“right now, AI companies are underinvesting in safety” might prove to be the understatement of the century. I left Anthropic's safety team two weeks ago. Now feels like a good moment to explain why. A
ai is the ultimate grow the pie event cheaper inference = better gross margins for application companies, AND beautiful cohort expansion for model and inference companies Sequoia Capital GP @sonyatwee
🦔Goldman Sachs' trading desk said there are 'signs of panic' among investors lending money to AI companies. Oracle is the clearest example. S&P cut Oracle's credit rating to one notch above junk, mean
DeepSeek is becoming more popular among US enterprises as companies look for cheaper alternatives to Anthropic and OpenAI “DeepSeek takes top spot on 'trending' list as companies look for alternatives
Why Japanese companies do so many different things: The internal logic of the world’s strangest corporations https://davidoks.blog/p/why-japanese-companies-do-so-many TL;DR > you have a firm that has
A lot of institutions and companies won’t die because of AI. They’ll die because of their own internal inability to learn. Someone recently told me that at a big company, legal had to review and appro
People got upset at me for saying this, but there are no companies outside the US and China even *trying* to build frontier AI (perhaps Korea and UK are close), despite marketing claims. Governments s
In the past, markets would flush out bullsh!t companies by requiring them to, eventually, be profitable. What’s annoying about OpenAI and Anthropic is their evasion of that mechanism. Too big to fail,
Why oh why should we trust the companies to do so, @DavidSacks? I missed the part where they have earned our trust. Top AI companies Anthropic and OpenAI should make products and pace their own progre
this could be good but I also hope this isn’t a play to lock out smaller AI companies. Chris Lehane said in a press conference this morning that OpenAI, Anthropic and Google have been working together
Another real-world manifestation of the kind of misaligned actions frontier systems developed by leading companies can take to achieve goals. Current frontier AI models are trained with reinforcement
People continue to turn to outside AI education resources. Companies just aren't providing enough. I'm running a free AI Agent Workshop in a week with @mcuban for absolute beginners. 10,000+ people ha
It’s important that outside agencies and independent bodies hold frontier AI companies accountable for the actions of their models. This is not a “whoops” situation, it’s a deliberate policy choice. W
Closed source safeguards that infantalize us all and leave American companies defenseless are a menace. Gated access is a menace. Who cares if 100 companies get to defend themselves because they got o
New for enterprises: OpenAI Presence helps companies deploy trusted voice and chat agents across customer and internal workflows. AI agents can answer questions, use company systems, take approved act
Elon Musk is not merely building companies He is building the infrastructure humanity needs to move entire civilization forward • SpaceX — making life multiplanetary • Tesla — accelerating sustainable
1/ Today, more than 140 companies, most of which compete fiercely with one another, agreed to back the same stablecoin. The vehicle is @openstandard, a new and deliberately independent company launchi
This approach will mean that American robotics companies can't access the hardware they need for R&D. Unitree was recently designated as a Chinese military company and its products are a threat to our
Replit announced it was selected for CNBC's Disruptor 50 list, recognizing the company as one of the most innovative private companies, marking the first time the coding platform achieved this honor a
Gary Marcus critiques AI companies for training large language models on copyrighted books and other proprietary content without permission or compensation to authors. He argues that these companies e
We are less safe as a society by keeping Mythos (or any other smart model) tightly gated so only a few companies get it. Protecting 100 companies is not enough. There are 96 million open source projec
Clem Delangue, CEO of Hugging Face, announced that his company was recognized by TIME magazine as one of the 10 most influential AI companies of 2026. The post emphasizes Hugging Face's commitment to
LIVE TRIAL UPDATE: OpenAI's counsel asked Musk whether xAI has ever 'distilled' technology from OpenAI. Musk: 'Generally AI companies distill other AI companies.' 'Is that a yes?' Savitt asked. Musk:
Distillation is largely an industry standard and not just something done by Chinese labs targeting OpenAI/Anthropic. Many American companies also distill Chinese (open) models. LIVE TRIAL UPDATE: Open
Yes! I think there is too much 'we're so early' self-congratulation here. Many senior leaders in companies are smart, motivated, and understand a lot about their business. Many are also technically ad
The world deserves confidence that American companies developing increasingly capable AI will act responsibly, especially as the trajectory of progress has steepened. Every frontier lab must deliver o
A brilliant suggestion by @GaryMarcus because, in the end, companies are offering AI as a product. It can be recalled or its deployment paused; its manufacturers can be held to account for its failure
Law enforcers already have authority to charge companies and their CEOs for creating and releasing dangerous, unvetted, or defective products. We shouldn’t let discussions about new legal regimes dist
👇 All this Doom talk is a distraction from the fact that the big frontier AI companies (especially OpenAI) aren’t doing security competently. As an email I just got from longtime security engineer @Ni
i’m seeing SO many US companies shift away from frontier models to open source in the last 4 weeks. cost and privacy are big factors but more so people are realising fine-tuning and training their own
My conversation with @ericvishria of Benchmark. Eric has spent a decade investing across software and hardware, backing companies like Fireworks, Sierra, Sunday Robotics, and Cerebras. This one is abo
Open weight models running on open source harnesses solve this problem. One of these days, American companies will wake up to the same solution we pioneered decades ago that Chinese teams are now runn
This post likely identifies and discusses 15 technology companies that are considered to have exceptional concentrations of talented employees, based on analysis or data from Paraform Talent. The list
Sure does look like @GavinSBaker is “suggesting that public companies are materially inflating their remaining performance obligations”. yet another way the Ai industry is trying to con retail investo
Hot take: evals are the #1 thing keeping companies from becoming AI-native. If you want to understand evals, read this post & then the accompanying guide. Tweaking prompts and trying a few inputs by h
So much reporting on the Claude or OpenAI usage of the same handful of technology companies with competing products & huge cloud infrastructure of their own. There are many, many more firms out there
The wave of criminal actions from OpenAI models/agents show that their base model is depraved. AI companies must overhaul how they build AI models. Society cannot tolerate a super smart thing that at
1. fully agree w @JeffLadish that AI companies aren’t ready to handle superintelligent AI. 2. OpenAI hasn’t even handled the current breed of agents (far from superintelligent) well. 3. the US governm
Cigarette companies approach Marlboro Man to create internal standards (to avoid the imposition of government standards). Andddd we're back to it. The new standards body Google, OpenAI & Anthropic are
It may be that people also feel safer giving their personal data to Meta (since they already use it) than to other AI companies. If you do decide to try out Muse, a reminder that you can turn off trai
We are not in the AGI era. We have incompetent companies creating security problems because they are not properly sandboxing environments, and are not even attempting to monitor, observe, or measure t
Important points to consider about the risks of today’s AI. Only solution I see is to hold companies liable for the damage they cause, just like in any other industry. Is the only way to ensure they t